WA
IGR

WFG Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

WFG Advisors’s Portfolio IGR Stock Details IGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-554
Closed -$5K – 1636
2016
Q3 		$5K Buy
554
+9
+2% +$76 ﹤0.01% 1271
2016
Q2 		$4K Buy
545
+11
+2% +$87 ﹤0.01% 1283
2016
Q1 		$4K Buy
+534
New +$3.87K ﹤0.01% 1237
2015
Q4 		– Sell
-2,018
Closed -$15K – 1615
2015
Q3 		$15K Hold
2,018
– – ﹤0.01% 978
2015
Q2 		$16K Sell
2,018
-4,156
-67% -$35.5K ﹤0.01% 1045
2015
Q1 		$55K Buy
6,174
+5,095
+472% +$46.4K 0.02% 699
2014
Q4 		$10K Sell
1,079
-137
-11% -$1.19K ﹤0.01% 1461
2014
Q3 		$10K Sell
1,216
-362
-23% -$3.23K ﹤0.01% 1495
2014
Q2 		$14K Buy
1,578
+276
+21% +$2.41K ﹤0.01% 1386
2014
Q1 		$11K Sell
1,302
-39
-3% -$319 ﹤0.01% 1441
2013
Q4 		$11K Buy
1,341
+341
+34% +$2.75K ﹤0.01% 1547
2013
Q3 		$8K Hold
1,000
– – ﹤0.01% 1599
2013
Q2 		$9K Buy
+1,000
New +$9.55K ﹤0.01% 1487

Other funds holding IGR

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

WFG Advisors's IGR Position: Q4 2016 in Review

WFG Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2016, closing a stake of 554 shares — an estimated $5K sold.

WFG Advisors first reported a position in IGR in Q2 2013 and held it in 13 quarters. The position peaked at $55K in Q1 2015. 96 funds tracked by Wall St. Rank hold IGR as of Q4 2016.

  • WFG Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 554 CBRE Global Real Estate Income Fund shares in Q4 2016, an estimated $5K.
  • WFG Advisors first reported a position in CBRE Global Real Estate Income Fund in Q2 2013 and held it in 13 quarters.
  • WFG Advisors's CBRE Global Real Estate Income Fund position peaked at $55K in Q1 2015.
  • 96 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.